BA
MB

Boston Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Boston Advisors’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-27,400
Closed -$1.06M – 681
2018
Q2 		$1.06M Sell
27,400
-400
-1% -$15.7K 0.03% 371
2018
Q1 		$1.08M Buy
27,800
+1,315
+5% +$46.9K 0.03% 354
2017
Q4 		$806K Sell
26,485
-585
-2% -$18K 0.02% 417
2017
Q3 		$700K Sell
27,070
-560
-2% -$13.9K 0.02% 424
2017
Q2 		$752K Sell
27,630
-720
-3% -$19.8K 0.02% 416
2017
Q1 		$778K Buy
+28,350
New +$729K 0.02% 393

Other funds holding MB

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Advisors's MB Position: Q3 2018 in Review

Boston Advisors sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q3 2018, closing a stake of 27,400 shares — an estimated $1.06M sold.

Boston Advisors first reported a position in MB in Q1 2017 and held it in 6 quarters. The position peaked at $1.08M in Q1 2018. 154 funds tracked by Wall St. Rank hold MB as of Q3 2018.

  • Boston Advisors reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 27,400 MINDBODY, Inc. Class A Common Stock shares in Q3 2018, an estimated $1.06M.
  • Boston Advisors first reported a position in MINDBODY, Inc. Class A Common Stock in Q1 2017 and held it in 6 quarters.
  • Boston Advisors's MINDBODY, Inc. Class A Common Stock position peaked at $1.08M in Q1 2018.
  • 154 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.